Steward Partners Investment Advisory’s Alta Equipment Group ALTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Sell |
6,437
-20,727
| -76% | -$131K | ﹤0.01% | 2582 |
|
|
2025
Q1 | $127K | Sell |
27,164
-17,359
| -39% | -$81.4K | ﹤0.01% | 1881 |
|
|
2024
Q4 | $291K | Buy |
44,523
+7,597
| +21% | +$49.7K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $249K | Buy |
36,926
+13,400
| +57% | +$90.3K | ﹤0.01% | 1416 |
|
|
2024
Q2 | $189K | Buy |
23,526
+14,136
| +151% | +$114K | ﹤0.01% | 1474 |
|
|
2024
Q1 | $122K | Buy |
9,390
+876
| +10% | +$11.3K | ﹤0.01% | 1661 |
|
|
2023
Q4 | $105K | Buy |
8,514
+2,939
| +53% | +$36.4K | ﹤0.01% | 1676 |
|
|
2023
Q3 | $67.2K | Buy |
5,575
+3,666
| +192% | +$44.2K | ﹤0.01% | 1769 |
|
|
2023
Q2 | $33.1K | Buy |
+1,909
| New | +$33.1K | ﹤0.01% | 2056 |
|